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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

How do limit record viewing for some, but yet allow other users to see all of the records.

For example.....Everyone at corporate office can see all records...but people in individual states can only see thier records?

I've read posts on how to do it strictly by account name...but I have to have some people with full access.

Thank you,

Jess

Posted

Give them different privilege sets. The privilege sets for the corporate office allow viewing of all the records. Those for the individual states have the restriction. How you set the restriction test is a matter for you to decide as the developer.

Steven

  • 2 weeks later...
Posted

Steve,

Can your or someone else give me a starting point on how to do this test? With a calculation or if statement???

I'm sorry, I'm rather new to scripting but trying to learn as fast as I can.

Thank you,

Jess

This topic is 6818 days old. Please don't post here. Open a new topic instead.

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